Profile
“As my client base and staff have grown, it has become less about me and more about how I can empower others to embrace our carefully crafted culture”
David Pickler
Mayflower Advisors
Jeffrey DeHaan, CFP®, is a distinguished partner and senior wealth advisor at Clearwater Capital Partners, where he serves as managing partner of the firm’s private wealth practice.
With a deep commitment to empowering successful business owners and professionals, DeHaan specializes in navigating complex financial matters, including liquidity events, business sales, retirement and goals-based planning, Intergenerational wealth strategies, and the alignment of investment strategies to life and legacy goals. DeHaan also has a depth of experience helping those going through divorce or the loss of a loved one, providing thoughtful financial strategies during times of transition.
As Clearwater Capital’s longest-tenured employee, he brings invaluable insights as a voting member of the investment committee, actively shaping the firm’s innovative investment strategies. He also contributes to the firm’s governance as a member of the board of directors and the operating committee, and as chief compliance officer.
DeHaan’s credentials include the Certified Financial Planner™ (CFP®) designation, Accredit Wealth Management Advisor℠ (AWMA®) certification, Accredited Investment Fiduciary® (AIF®) certification, as well as being a Certified Divorce Financial Analyst (CDFA®), specializing in guiding clients through the intricacies of divorce.
His industry accolades include being a “40 Under 40” Honoree by InvestmentNews in 2021, Family Wealth Alliance’s Young Professionals Award in 2022, and recognition on the InvestmentNews Hot List in 2024, reflecting his unwavering dedication and significant contributions to wealth management.
2800 W. Higgins Road, Suite 1025, Hoffman Estates, IL 60169
847 841 8650
jeff.dehaan@ccpwealth.com
linkedin.com/in/jeffdehaancfp
ccpwealth.com
Jeffrey P. DeHaan, CFP®
Managing Partner – Private Wealth Management
Clearwater Capital Partners
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Milestones
“Philanthropy is more than writing checks – it’s about community engagement and presence. Whether that means joining a local board to share our voice or spearheading a capital campaign to raise crucial funds for a non-profit, Pickler Wealth Advisors moves the needle through the lens of compassionate leadership”
David Pickler
Mayflower Advisors
2008–2010
2013
2014
2018–2019
2021–2024
Intern to Wealth Advisor: Beginning the Clearwater Journey
2008: Began his career in wealth management as an intern at Clearwater Capital Partners, helping to create the foundational systems for the organization. During this time, he earned his Accredited Wealth Management Advisor ℠ (AWMA®) certification and obtained his Series 65 License.
2010: Officially joined Clearwater as a wealth advisor, marking the next phase of his professional journey within the firm.
2008–
2010
Senior Wealth Advisor and Chief Compliance Officer
His growing expertise and leadership were recognized with two major career advancements. He was promoted to senior wealth advisor, reflecting his expanded role in client advisory. Shortly after, he took on the role of chief compliance officer, underscoring his commitment to regulatory standards and compliance oversight.
Recognized by the McHenry County Business Journal in the “McHenry County Best Under 40” list for his professional achievements and civic contributions to his community
2013
Obtained the Certified Financial Planner® (CFP®) certification, solidifying his expertise in financial planning, an essential career milestone that enhanced his ability to guide clients effectively
2014
2018: Named to the Edgar Fellows Class, marking him as an emerging leader within Illinois
2019: Selected participant at Wharton School Executive Education; completed an executive course in client psychology at The Wharton School, a collaboration between Wharton and the CFP Board, enhancing his skills in client-centered financial advising
2019: Became a partner at Clearwater Capital Partners, reinforcing his influence and commitment to the firm’s growth and strategic direction
2018–
2019
2021: Included in InvestmentNews “40 Under 40” list, honoring his contributions to the wealth management industry
2022: Received the Young Professional Award by Family Wealth Alliance, which recognized his impact and dedication to the wealth management field
2024: Managing Partner of Private Wealth Practice Area
In this role, he oversees strategic initiatives and actively mentors the advisor team to ensure exceptional client service. He continues to refine Clearwater Capital’s offerings, strengthening the firm’s ability to meet the unique needs of high-net-worth clients.
Named in the Hot List 2024 by InvestmentNews
2021–
2024
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
In addition to this, the advisor has amassed a collection of impressive accolades, including:
tax management
inflation protection
estate planning coordination
sales@icapitalnetwork.com
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
“From my earliest memories, I always had a passion for service,” says David Pickler, president and CEO of Pickler Wealth Advisors.
After joining investment bank PaineWebber in 1984, the CEO decided to pursue a legal education with the hopes of combining this passion for finance and the law.
“I found equal fulfilment in advising in the legal arena. I began to build a plan for a career that could serve both sets of clients. I wanted to fulfil the dream of building a practice that could incorporate financial advocacy, legal advocacy and, eventually, tax and accounting. A place that was truly client-centric,” reflects Pickler.
With certifications in private wealth and financial planning and a law degree from the University of Memphis, Pickler established his firm in 2005.
“Pickler Wealth Advisors opened with a team dedicated to delivering unparalleled client service. Our goal was to set new standards of excellence. We were, and still are, dedicated to client service that exceeds that found at wirehouses.”
With over 25 years of industry expertise, Pickler knows that establishing client trust is all about communication. The firm’s robust strategy includes an array of weekly market calls, podcasts and television episodes that educate clients and provide updates on recent market occurrences.
As a result of his outstanding dedication to client services, Pickler has won a number of awards:
Barron Magazine’s Top 1,000 Financial Advisors
Financial Times Top 400 Advisors
Forbes’ Best-in-State Wealth Advisor
Forbes Best in State Wealth Advisor
Financial Planning Magazine Pro Bono Planner of the Year
Boston Magazine Five-Star Wealth Manager
As a testament to Glazer’s dedication to providing leading financial management services, Mayflower Advisors holds a 98 percent client retention rate – serving three generations of clients.
Despite being in business for 50 years, Glazer remains dedicated to reimagining how to better partner with the next generation of clients and their families.
“We live and breathe relationships and service. We have been through it all – recession, financial crisis, bull markets, inflation – and along the way we can see what works. We have helped hundreds of families retire, finance their dreams, and send their children and grandchildren to college. When the families call and thank us or send pictures, it is incredibly rewarding.”
Glazer recalls dinner conversations as a child with his father sharing valuable financial lessons that he still uses today.
“We talked about savings, the dangers of debt, living within your means, paying down your mortgage, and not being impressed by flash. We employ those same basic lessons in managing risk and educating our clients,” says Glazer.
“At the end of the day, we are in the business of serving others and understanding their values,” continues the co-founder. “Our practice strives to offer a culture of stability, accountability, and teamwork, focusing exclusively on serving the long-term financial life management needs of our clients.”
With over 25 years of experience, Glazer has received a collection of accolades throughout his career, including:
2008–2010
2013
2014
2018–2019
2021–2024
2021: Included in InvestmentNews “40 Under 40” list, honoring his contributions to the wealth management industry
2022: Received the Young Professional Award by Family Wealth Alliance, which recognized his impact and dedication to the wealth management field
2024: Managing Partner of Private Wealth Practice Area
In this role, he oversees strategic initiatives and actively mentors the advisor team to ensure exceptional client service. He continues to refine Clearwater Capital’s offerings, strengthening the firm’s ability to meet the unique needs of high-net-worth clients.
Named in the Hot List 2024 by InvestmentNews
2021–
2024
2018: Named to the Edgar Fellows Class, marking him as an emerging leader within Illinois
2019: Selected participant at Wharton School Executive Education; completed an executive course in client psychology at The Wharton School, a collaboration between Wharton and the CFP Board, enhancing his skills in client-centered financial advising
2019: Became a partner at Clearwater Capital Partners, reinforcing his influence and commitment to the firm’s growth and strategic direction
2018–
2019
Obtained the Certified Financial Planner® (CFP®) certification, solidifying his expertise in financial planning, an essential career milestone that enhanced his ability to guide clients effectively
2014
Senior Wealth Advisor and Chief Compliance Officer
His growing expertise and leadership were recognized with two major career advancements. He was promoted to senior wealth advisor, reflecting his expanded role in client advisory. Shortly after, he took on the role of chief compliance officer, underscoring his commitment to regulatory standards and compliance oversight.
Recognized by the McHenry County Business Journal in the “McHenry County Best Under 40” list for his professional achievements and civic contributions to his community
2013
Intern to Wealth Advisor: Beginning the Clearwater Journey
2008: Began his career in wealth management as an intern at Clearwater Capital Partners, helping to create the foundational systems for the organization. During this time, he earned his Accredited Wealth Management Advisor ℠ (AWMA®) certification and obtained his Series 65 License.
2010: Officially joined Clearwater as a wealth advisor, marking the next phase of his professional journey within the firm.
2008–
2010
Milestones